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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
CFG
6676
Carter Financial Group
Illinois
$162M -$6.91M -4% 3.05% 131 11.45%
PFA
6677
Petra Financial Advisors
Colorado
$162M -$8.8M -5% 5.63% 129% 160 40.63%
FC
6678
Fore Capital
New York
$162M -$144M -47% 0.54% 25.4% 65 72.31%
GFM
6679
GEN Financial Management
Minnesota
$162M +$2.71M +2% 1% 51 7.84%
AAG
6680
Accordant Advisory Group
Maryland
$161M +$16.5M +11% 9.3% 264 43.56%
BCG
6681
BayBridge Capital Group
California
$161M $0 0% 1.16% 95 0%
CCW
6682
Coastline Complete Wealth
South Carolina
$161M +$2.56M +2% 3.68% 59 22.03%
LC
6683
Lavelle Capital
California
$161M +$3.29M +2% 9.27% 102 44.12%
IC
6684
Innealta Capital
Texas
$161M -$23.8M -13% 2.32% 63.7% 99 38.38%
GWA
6685
Gutierrez Wealth Advisory
Arkansas
$161M +$1.77M +1% 2.06% 72 16.67%
FPWM
6686
Five Pine Wealth Management
Idaho
$161M +$4.96M +3% 1.12% 47 10.64%
RCWM
6687
Royal Capital Wealth Management
Indiana
$161M -$8.82M -5% 3.94% 75.9% 98 7.14%
MSA
6688
McAlister Sweet & Associates
Texas
$161M +$28.9M +22% 2.72% 75.8% 34 32.35%
PCC
6689
Perry Creek Capital
New York
$160M -$6.05M -4% 11% 25.5% 14 21.43%
TA
6690
TPG Advisors
Illinois
$160M -$221K -0.1% 0.95% 114 9.65%
MWM
6691
Mittelman Wealth Management
Massachusetts
$160M +$6.51M +4% 0.91% 54 24.07%
RB
6692
Robert Bosch
Germany
$160M -$21.1M -12% 10.4% 3 0%
CF
6693
CBM Financial
Texas
$160M +$13M +9% 1.59% 16 0%
PWSG
6694
Pacific Wealth Strategies Group
California
$160M -$16.4M -9% 4.44% 75.5% 66 13.64%
WU
6695
Washington University
Missouri
$160M -$37.6M -19% 14.9% 44% 5 60%
TPW
6696
Turn8 Private Wealth
$160M +$20.5M +15% 0.39% 58 32.76%
FFASIA
6697
FIG FINANCIAL ADVISORY SERVICES INC /ADV
Oklahoma
$160M +$2.11M +1% 6.75% 83 56.63%
LCA
6698
Legend Capital Advisors
New York
$160M -$19.5M -11% 14.7% 161 66.46%
WHCI
6699
W.H. Cornerstone Investments
Massachusetts
$160M -$5.89M -4% 0.63% 51.4% 134 19.4%
SMF
6700
Sterling Manor Financial
New York
$160M -$375K -0.2% 0.49% 42.4% 41 19.51%